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CREEKSIDE PARTNERS
Tel: 707-769-7820
775 Baywood Drive Suite 306
Petaluma, California 94954
CREEKSIDE PARTNERS
CREEKSIDE PARTNERS is a Petaluma, California based financial advisory firm with nearly $466,482,508 in assets under management and provides investment advisory services for 796 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
125401
SEC#:
801-68879
No. of Clients:
796
Assets under Management
$466,482,508
No. of Advisors:
2
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